Hanging up your phone call is actually the second to last step of your sales call. Before you hang up, or shortly after, be sure to log the phone call.
Logging a call records notes taken during the call, and creates a record of the call itself in Salesloft (and your CRM). These logs allow you to reference notes during follow-up calls and pull metrics and reports.
In this article, you will learn how to log a call in Salesloft. This article includes:
Calls may only be logged to leads or contacts that have been imported to Salesloft. Once they are imported, they are referred to as a Salesloft Person. Their Person record will hold all of their logged information. Learn more in our Import into Salesloft article.
You will log calls inside the Log tab. The Log tab may be visible inside the Dialer or as a pop-up outside of the Dialer based on your Dialer Settings.
If your Dialer is set to Use Popped out Call Logger, the Log window will not appear until your call has started. The Log window will be titled with the name of the Person you are calling. If you are calling a number that is not associated with a Salesloft person, the top bar will be blank. While you are actively on a call, a Live icon will appear in the top bar of the popped-out log as well.
If you edit a call log, only call notes can be updated. Disposition and sentiment fields are locked once a call is logged and cannot be changed through the UI or API. Any updates to call notes will not appear in your CRM
Watch this quick video to learn how to log a call:
To log a call in Salesloft, follow these steps:
- Open the Salesloft Dialer: Make a Call using the Dialer.
- Select the Log Tab: Go to the Log tab in the Dialer. This might be inside the Dialer or a pop-up.
- Enter Call Notes: Add your notes about the call in the Call Notes box.
- Select a Disposition: Choose the Disposition (result of the call) from the dropdown menu.
- Select a Sentiment: If you connected, choose the Sentiment (overall feeling of the call) from the dropdown menu.
- Select your Log Option: Logging options will vary if you are logging a one-off call versus a call within a cadence.It's important to remember to log your calls before moving on to further steps in order to save your notes. The options for logging calls include:
- Log: The Log button will save your notes, disposition, and sentiment. This information will be saved on your call step and on your contact's individual page in Salesloft. Integrating with your CRM? This information will also automatically sync over as a completed task in task details. The Log button can be found when you are logging one-off calls or Tasks.
- Log and Complete: The Log and Complete button will save your notes, disposition, and sentiment, just like the Log button from a one-off call. The Log and Complete button, unlike the Log button, is used when you are running a Phone step in a Cadence. The Log and Complete feature will log the Call info and complete the cadence step. This will open the next step in the cadence so you can run that step. You can find the Log and Complete button when you run a Phone step in a Cadence.
- Complete Only: Use Complete Only if the call was not actually made but you want to move to the next step in your cadence. You can find the Complete Only button when you run a Phone step in a Cadence. When calling from a cadence Phone Step, select the down arrow next to Log and Complete. Then, from the drop down menu, choose the Complete Only option.
- Log Only: Use Log Only when you make a call but want to keep the person on that cadence step. You can find the Log Only button when you run a Phone step in a Cadence. Select the arrow to the right of Log and Complete. Then, from the drop-down menu, choose the Log Only option.
- Success: Select the Success button when a Cadence that step helped you achieve your desired outcome. The Success button is available in each variation of the Log tab – whether you run a Phone step in a Cadence, one-off calls, Tasks, and the Extension Dialer.
The Calls page contains a list of all calls that have been dialed in Salesloft. In the event that you forget to log a call, or would like to update a call log, you can do so from the Calls page.
To add or edit a call log, follow these steps:
- Navigate to the Calls page: In the top navigation menu, hover over Activity and select Call.
- Locate the call in the Calls List: Use the filter and sort options to find the call you would like to update.
- Select the Log icon: The log column will show one of the following clickable icons.
- Plus sign: Allows you to add logs on calls that previously did not contain a call log. This pertains to one-off calls, Inbound Call, and Calls from Salesloft Mobile if you can't log while on the call.
- Things to Note: Calls must be logged to a Salesloft Person record. If the phone number is not already linked to a Person, you will need to search or create a person record before logging the call.
- Pencil: Allows you to edit previously logged call information.
- Things to Note: The pencil icon allows you to edit call notes only. Disposition and sentiment fields are locked once a call is logged and cannot be changed through the UI or API. To ensure accurate records, select the correct disposition and sentiment before submitting your call log.
- Hit “Log”: Save the log information to the Salesloft record.
If you ever forget to log a call with the Dialer, you can log the call from the Activity Panel and the Calls tab of a Person’s Profile page. Follow these steps:
- Go to a Profile Page: Access a Person Profile or Account Profile Page in Salesloft.
- Click the “Log Call” Quick Action to open a Call Log: In the Information Panel in the upper right corner of the profile page, you will see buttons for various Quick Actions. Click the Action for Log Call (you may need to open additional actions by selecting the + button to find the Log Call option). The Log Note window will appear in the bottom right corner of your window with the Person or Account name the note will log to.
- Enter the Call Log details: Enter your call log details. This will include call notes, disposition, sentiment, and any additional fields relevant for your team
- Click “Log Call”: Complete the step by clicking Log Call.
Figure 1: Log a Call in the Person Information Quick Actions
The Global Search bar located at the top of the screen allows you to log a call from any page within Salesloft.
To Log a call from the Global Navigation Bar, follow these steps:
- Open the Global Navigation Bar: Click on the Global Navigation Bar to open the quick actions dropdown.
- Select Log a Call: Click Log a Call in the dropdown.
- Log the Call: Enter your call notes, disposition, and sentiment.
- Confirm: Click Log Call once you've filled out the necessary information.
Calls can also be logged from the Salesloft extensions - Salesloft Connect Chrome Extension or Salesloft Connect Outlook Add-ins. While these experiences are very similar to the web platform, they require accessing the Salesloft side panel in each extension to create the call log.
To log a call from a Salesloft extension, follow these steps:
- Open the Salesloft Side Panel and go to a Person View: Access the side panel in the extension and view a Person Profile.
- Click the “Log Call” Quick Action to start a new call log: In the Information Panel in the upper right corner of the profile page, you will see buttons for various Quick Actions. Click the Action for Log Call. The Log call window will appear inside the side panel for you.
- Enter the Log details: Enter your call log details. This will include call notes, disposition, sentiment, and any additional fields relevant for your team
- Click “Log Call”: Complete the step by clicking Log Call.
Figure 2: Log a Call in Connect for Outlook Add-In
The Log tab is where you will take call notes and set any log information that applies to your call. To view the parts of the log tab, check out the Dialer Log Tab inside the Salesloft Dialer and Messenger overview guide.
Automatically Suggested Disposition
Based on certain call actions, Salesloft will offer a disposition suggestion.
One of the following dispositions will be suggested if a call ends with the applicable result:
- No Answer: The call is not picked up on the recipient's end.
- Busy: The call receives a Busy signal.
- Left Voicemail: The user uses our voicemail drop capability to leave a voicemail.
The suggestion will appear once the call is hung up. You can change the disposition if another option is better suited for the log.
Things to Note: These dispositions will only be suggested when your team uses Salesloft's default dispositions. Custom or edited dispositions will not be suggested.
Why does the “Log & Complete" button change to "Log" when I call from a Cadence step?
Clicking the Call button on the Quick Actions panel turns a phone step that is being run into a one-off Call and changes the Log & Complete button to a Log button.
To return to the Cadence step, click on the Cadence panel. The Log button should revert to Log & Complete.
Look at the person's page in Salesloft to see a record of all your logged calls and notes. This helps with follow-up.
